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1025 West Indiantown Road, Suite 101
Jupiter, FL 33458
Phone:
  • Office: 561-575-6363
  • Cell: 561-818-8512
Fax:
  • 561-575-6386

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

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Flipbooks

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JEFFREY J. ROCKEFELLER MBA, CFP®

 

 Welcome Medical Professionals! 

Your life as a medical professional is more demanding now than ever.  With the time required for patient care and the increasing challenges of managing your practice, finding the time to plan for your retirement can be a daunting task. At Rockefeller & Associates, we understand and can help you develop strategies to maximize after-tax returns and offer you a simplified process to protect and grow your assets.

This Web site has been created for you to help you gain a better understanding of the basic financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most important, we hope you will see the value of working with a skilled financial professional to pursue your personal and professional goals.  The next step is up to you!

 

  

   CERTIFIED FINANCIAL PLANNERTM      

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.



I
n recognition of his work with area Medical Professionals, Jeff Rockefeller of Rockefeller & Associates has been named an MD Preferred Financial Services Professional.

 

    

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck